1942

Comparisons of 2020 to prior times in U.S. history are rightfully making the rounds. Market participants are always looking for analogs. Niall Ferguson’s piece today has an interesting compare to 1968 here. And today’s WSJ has a terrific piece on a compare to the...

LARGE VS SMALL CAP DIVERGENCES

For those of us that run asset allocation strategies, being in the right place at the right time is, obviously, everything.  Indeed, a foundation of risk parity strategies is that asset class performance stays within historical bands.  Divergences from...

LOONEY TOONS STOCK MARKET

A trusted friend noted to us the other day the market is acting like the economy ran straight into a brick wall with no skid marks.  His point, while funny, is well taken.  Something is amiss as the data is in serious conflict.  The economic backdrop is...
Resize Font
Contrast Mode